QuickBooks Online
When this happens...
Infusionsoft by KeapTag Added to Contact (Legacy)
Then do this...
QuickBooks OnlineCreate Customer

Tags are one of the most powerful segmentation tools in Infusionsoft, segmenting your contacts into very specific lists. You can use this capability to trigger Zapier to automatically create new QuickBooks Online customers from Infusionsoft contacts when they are tagged with a specific tag.

Note: This Zapier integration doesn't create customers from existing "tagged" Infusionsoft contacts, only contacts who are tagged after you've set it up.

How It Works

  1. A specific Infusionsoft tag is added to a contact
  2. Zapier adds that contact data to QuickBooks Online as a new customer

What You Need

  • Infusionsoft account and specific tag created
  • QuickBooks Online account

Why Zapier?


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It's easy to connect QuickBooks Online + Infusionsoft by Keap and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Payment

Triggered when a payment is received (with line item support).

Create Customer

Adds a new customer.

New Vendor

Triggered when a new vendor is added.

Create Sales Receipt

Adds a new sales receipt (with line item support).

New Estimate

Triggered when you add a new estimate.

Create Invoice

Adds a new invoice (with line item support).

New Customer

Triggered when you add a new customer.

Create/Update Contact

Creates a new contact. Can be used to update existing contacts too.

New Account

Triggered when you add a new account.

Tag Existing Contact

Applies a tag to an existing contact.

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QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

Infusionsoft by Keap is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

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